53 tagged financial-services, measured the same way as everything else here.
Browse within: compliance 52
Skill Claude CodeCodex
Build and manage advisory fee billing operations from fee schedule design through calculation, collection, revenue recognition, and compliance disclosure. Use when the user asks about tiered or breakpoint fee schedules, billing cycle configuration, AUM valuation for billing, direct-debit vs invoice collection, GAAP…
Skill Claude CodeCodex
Measure and raise straight-through processing (STP) rates in securities operations through zero-touch, exception-based processing. Use when measuring STP rates and analyzing manual touchpoints in an existing process, replacing review-all workflows with exception-based processing, evaluating RPA vs API-based vs hybrid…
Skill Claude CodeCodex
Apply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypothesis testing, and resampling. Use when the user asks about return distributions, correlation between assets, building a covariance matrix, running a CAPM regression, testing whether alpha is…
Skill Claude CodeCodex
Use the local read-only OpenIM MCP capability to research the institutional buy-side reference model, retrieve model elements and exports, or map business, data, and architecture requirements to versioned official sources.